Your Money. Well Rooted.

Mortgage, Insurance, and Financial Advisors serving you with wisdom and love.

Your Money. Well Rooted.

Mortgage, Insurance, and Financial Advisors serving you with wisdom and love.

Meet In Comfort

Come to our relaxed office, talk over the phone, or connect via video to discuss your needs.

Receive Wise Advice

Hear a personal solution from a licensed professional that can be executed together.

Choose Stewardship

Allow us to genuinely put your needs first as we love you through a financial service.

Experience Peace

Live a life where your personal finances enhance life for you and your loved ones.

Discover Why Stewardship Is Different

Discover Why Stewardship Is Different

Our Core Services

Stewardship Mortgages

Mortgages

Clear and transparent guidance for big decisions

Stewardship Insurance

Insurance

Protection on your assets from the unexpected

Stewardship Financial Planning

Financial Planning

Partnered planning to protect your income and legacy

Stewardship Investment Management

Investment Management

Building wealth for a prosperous financial future

Grant Botma, Founder of Stewardship Insurance, is a Dave Ramsey Endorsed Local Provider (ELP) and Jeremy Sharp, Co-Founder of Stewardship Financial, is a SmartVestor Pro.

We will meet with you on your terms. In our comfortable office, over the phone, or in a video web meeting. The meeting and the advice are always free.

Your Team of Advisors

Call | Text | Fax @ 602-384-2604
home@moneywellrooted.com
1094 S. Gilbert Rd. #210, Gilbert, AZ 85296

Most people have uncertainty in their finances.
At Stewardship, you have Wise Advisors who care about you.
Work with Stewardship and experience peace in your finances.

nerdwallet
arizona journal of real estate and business
Dave Ramsey Endorsed Local Provider ELP Image
Dave Ramsey SmartVestor Pro Image

Renovation Home Loans

Thanks to Chip and Joanna Gaines, many people wonder if performing a property “flip” is suitable for them. Because of this, we get numerous questions about renovation loans. Though it looks pretty simple thanks to HGTV and their great editing team, renovation loans...
Read More

The Closing Disclosure (CD)

The Consumer Finance Protection Bureau defines the Closing Disclosure (CD) as “A five-page form that provides final details about the mortgage loan you have selected.” Though an accurate generalization, there are additional details and instructions to accompany this...
Read More

Should I Refinance My Mortgage?

The amount of advertisements focused on getting you to refinance your mortgage is staggering. Refinance transactions can be very profitable for the companies that execute them, but does that mean it’s best for you? The following list can be used to help determine if...
Read More

Mortgage Fees Explained

Many mortgage companies offer “no cost loans.” But as mentioned before, a true no cost loan doesn’t exist. The mortgage company and people who spend months of work to close the loan increase an interest rate to receive their compensation. If you choose to get the...
Read More

Choosing a Realtor (Who Should Sell My House?)

When buying or selling a home, you’re faced with some tough decisions. Questions you might find yourself debating include:
 Should I use a realtor, a tech company, or do it myself? If I use a realtor, who should I choose? How can I make sure I get the most for my...
Read More